Automations for coaches
Client onboarding sequence for coaches
Here is what the client onboarding flow does for coaches. Welcome emails, forms, documents and kickoff scheduling, sent automatically when someone signs. It's built for one familiar headache: discovery call requests sit in the inbox overnight.
Where coaches lose time today
Discovery call requests sit in the inbox overnight. Nobody at a solo business coach running one-to-one programmes signed up for that part of the job, and the client onboarding flow handles it.
What it looks like in practice
Take a solo business coach running one-to-one programmes as an example. A new client signs on a Friday afternoon. They get a welcome email, a short form and a link to book a kickoff session. A shared folder is created in Notion. On Monday you can see they've already done two of the three steps.
How it works for coaches
For a solo business coach running one-to-one programmes, the flow is short and predictable.
- A new client signs or pays.
- A welcome message goes out with what happens next.
- Forms and document requests follow on schedule.
- A kickoff session is booked.
- You see who has finished which step.
Tools it connects to
It plugs into the tools coaches already use, such as Calendly, ConvertKit, Notion and Typeform, and runs on n8n, Google Drive and Gmail.
Questions from coaches
Does the client onboarding flow work with Calendly?
It depends on your Calendly plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
What happens if something breaks?
The client onboarding flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Can I change how it works later?
Yes. The client onboarding flow keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your clients, message me and I'll quote it first.
Want this for your coaching business?
Tell me how your coaching business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built